Senior Analyst, Revenue Operations and Collections

Responsibilities

• Prepare/review journal entries, monthly reconciliations, and flux analyses.
• Support month-end accounting close and ensure timely internal and external reporting deliverables, including preparation of annual audit/quarterly review schedules.
• Configure revenue recognition tables associated with each customer invoice - ensuring accuracy, completeness and validity of revenue.
• Manage aging and invoicing through NetSuite.
• Track accounts receivable aging reports to identify past due accounts, send reminder notifications, and ensure the overall quality of the AR balance in terms of collectability.
• Process payments (credit cards, wires, ACH, and checks) and reconciliation of the Sumo Logic’s AR bank account.
• Manage customer inquiries including billing-related correspondence with customers and internal stake-holders to resolve billing disputes, corrections, revisions, supporting documentation and set up of the billing process.
• Oversee the maintenance of sales and use tax database for nexus determination, invoicing implications and reporting requirements.
• Publish KPIs and/or accounts receivable dashboards to help monitor the growing business.
• Create and analyze scheduled and ad hoc invoicing, AR, and revenue reports.
• Identify and implement process improvements, such as automation of manual processes to enhance revenue operations efficiency.
• Fulfill external audit requests for supporting documentation.

Required Qualifications and Skills

• 4+ years relevant work experience consisting of public accounting firm and/or SaaS company in the Revenue or Accounts Receivable teams.
• Big 4 accounting firm preferred but not required.
• Salesforce, Zuora and NetSuite experience a plus.
• Ability to learn home grown systems.
• CPA Certification preferred but not required.
• BA degree in Accounting/Finance.

Desired Qualifications and Skills

• Working knowledge of order-to-cash process and ability to explain complex accounting concepts to non-Accountants.
• Strong analytical and problem-solving skills with an attention to detail.
• Strong communication (written and verbal) skills.
• Self-motivated, flexible and deadline-oriented with a strong desire to learn and grow!
• Upbeat demeanor, and ability to stay organized in a fast-paced environment and work with a sense of urgency.
• Strong system and data flow knowledge. Ability to learn and adapt to new process flows and software technologies. High proficiency in advanced MS Excel including pivot tables and v-lookups.
• Team-oriented approach – can participate as an effective team member as well as work cross-functionally with other organizations.
• Familiarity with the accounting concepts guiding revenue recognition.
• Excellent technology skills, particularly expertise with Google office suite and accounting applications.